See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,731 | $104,106+115.9% | $71,086+216.1% | $135,375+66.0% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -11.04% | 1256.30%-1267.3pp | 650.59%-661.6pp | 519.73%-530.8pp |
| Employer contribution / active EE | $20,189 | $1,485+1259.6% | $1,088+1756.2% | $4,779+322.5% |
| Participant deferral / active EE | $9,014 | $2,527+256.7% | $1,874+380.9% | $5,609+60.7% |
| Admin fee / account holder | $2,131 | $4,142-48.6% | $3,082-30.9% | $10,827-80.3% |